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Quick Setup Wizard v3.1

The Setup Wizard appears on first login for new organisations. It guides you through four steps to get productive immediately.

Step 1: About Your Organisation

  • Organisation name (pre-filled from registration)
  • Industry: Government / Construction / IT / Consulting / Other
  • Team size: 1-10 / 11-50 / 51-200 / 200+
  • Language preference: English / Bahasa Malaysia / Both

Step 2: Create Your First Project

  • Enter a project name
  • Set start and end dates
  • Set a budget (optional — skip if unknown)
  • Click Create Project

Step 3: Invite Your Team

  • Add email addresses of team members
  • Assign roles: PM / Member / Viewer
  • Click Send Invitations (or skip for later)

Step 4: You're Ready!

  • Dashboard preview showing your created project
  • Quick links to: Add milestones, Set up RAID, Try the AI Assistant
  • Optional 2-minute guided tour of the interface

INFO

The wizard shows only once per organisation. If dismissed, it won't appear again. All actions can be done manually at any time.

Cybernet Consulting Sdn Bhd · 202501039024 (1640433-T)